Job Purpose
Responsible to Brokerage generation primarily through advising HNI clients on their Equity & Derivative portfolio.
Current client acquisition for Broking, Investment products – PMS/MF/Fixed Income and Insurance on as per assigned targets
Key Deliverables
Ensure timely advice to customers for Equity and Derivativemarkets2.
Portfolio
Review to be done monthly with clients fordeepening the Client relationship.3. Ensure adherence to Compliance process for advice given4. 1 Recent to Firm relationship to be sourced on monthly basiswith min tick size of 25 lacs for Broking or IP5. Daily meetings to be done with existing clients and newprospects for business.
Role Requirements o Educational Qualifications: Graduation in any discipline, MBAFinance, NCFMo Experience: 3+ Years in Equity / MF / PMS / Brokingo Domain Knowledge: Understanding of capital marketso IT Skills: MS Office
📌 Sr Advisor Pcg Hni Ssgp Mumbai (India)
🏢 Hunarstreet Technologies
📍 India
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